Lower your 2026 tax bill before December 31
In April, you can only report what happened. Before December 31, you can still change it. Elite 8 reviews your full financial picture, builds your Year-End tax plan, and shows you exactly which moves to make and when.
Year-End Tax Planning Promotion: $2,499. Booking closes December 12.
The moves that expire on December 31
Most people meet their tax professional in April. By then the year is closed, and most of the options that could have lowered the bill are gone. These are the decisions we work through with you while they still count.Every situation is different. We confirm which moves fit yours before you act.
Equipment and vehicle purchases
Equipment and vehicles must be placed in service by December 31 to be deducted this year. We look at whether buying now, waiting, or shifting when you bill and pay expenses lowers what you owe.
Salary and distributions
Your salary, distributions, and retirement contributions should be balanced before the final payroll of the year, not fixed after it.
Harvesting investment losses
Losses must be realized by December 31 to offset this year’s gains. Selling the right positions at the right time can cut the tax on a strong year in the market.
Roth conversions
A conversion has to be completed by December 31 to count for 2026. In a lower-income year, it can be one of the smartest long-term moves you make.
Grouping your giving
Gifts must be made by December 31. Grouping two years of giving into one, or using a donor-advised fund, can make the same generosity go further at tax time.
Big life changes
A home or business sale, a new child, marriage, or retirement can change your tax picture. Planning before the year closes means fewer surprises in April.
Professional Credentials, Certifications & Affiliations
Our professional credentials, ongoing education, and industry affiliations reflect our commitment to high standards across tax representation, accounting, and business advisory.
Your Year-End plan, built before the deadline
What's included
A 2-hour discovery session
Time with our team to understand your income, your business, and your goals for the year.
A full financial review
We review your position through the Tax Plan Questionnaire before your session, so no time is wasted.
A planning consultation
We walk you through your planning opportunities and the options that fit your situation.
Clear recommendations
Which moves to make, when to make them, and the tax impact of each, before December 31.
- 1Reserve your spot
- 2Book your discovery session
- 3Complete the questionnaire
- 4Get your Year-End plan
Year-End Tax Planning Promotion
$2,499
Booking closes December 12
Claim My Spot Questions first? Ask TiaTalk or text with Tia, our AI concierge, any time.
With Elite 8's year-end tax planning service, we significantly cut our tax bill and made smarter choices about allocating our Q4 funds. Thanks to their expertise, we ended the year stronger.
As a small business owner, tax planning always felt overwhelming. Elite 8 guided me through quarterly payments, set up a new retirement plan, and found creative ways to reinvest my savings.
What to know before you begin
Many tax-saving moves only count if they are done by December 31, such as timing income and expenses, selling investments at a loss, making charitable gifts, and certain business purchases. Some retirement contributions can wait until the filing deadline, but most planning moves cannot.
You book your discovery session and complete the Tax Plan Questionnaire. We review your full financial position, identify your planning opportunities, and walk you through your options during your consultation.
No. After your consultation, you choose the plan that fits your goals: a Year-End tax plan or a comprehensive multi-year strategy.
Business owners, S corporation owners, investors, retirement savers, charitable givers, and families going through a big life change. If your income and situation are simple and steady from year to year, there may be fewer moves to make.
Booking closes December 12, 2026. That leaves time to act on your plan before December 31.
Ready to lower your 2026 tax bill before December 31?
Time is running out. Booking closes December 12.
Terms and Conditions:
Our services are not intended to determine whether you have filing requirements in other taxing jurisdictions than the one(s) you have informed us of. Our firm is available under the terms of a separate engagement letter to provide a nexus study that will enable us to determine whether any other state tax filings are required. Notwithstanding anything contained herein, both contractor and client agree that regardless of where the client is domiciled and regardless of where this Agreement is physically signed, this Agreement shall have been deemed to have been entered into at, Elite 8 Tax & Financial Services office located in Collin County, Texas, USA, and Collin County, Texas, USA, shall be the exclusive jurisdiction for resolving disputes related to this Agreement. This Agreement shall be interpreted and governed in accordance with the Laws of Texas. Client understands that additional cost may be accrued for third party engagement services if necessary (i.e., internal auditors) or unforeseen work (i.e., reconstruction of income, tax return preparation) necessary to complete engagement. If such circumstances should arise, client will be notified before work being performed and a separate addendum to this engagement will be drafted by contractor and signed by both parties. The client agrees to pay for professional services as invoiced. This offer does not include tax preparation to come into compliance.
Privacy Notice:
As tax advisors, we have always protected the right to privacy and will continue to do so. The law now requires us to inform you of our policy regarding privacy. We receive and collect nonpublic personal information from various forms and statements that you provide. We do not disclose such information unless you instruct us to do so, except as required by law. We maintain physical, electronic, and
procedural safeguards that comply with Federal regulations to guard your nonpublic personal information.